Diane McCurdy is one of Canada’s foremost financial planners. She established McCurdy Financial Planning, long before the term “financial planner” became a common industry designation.
As a member of the insurance industry’s Million Dollar Roundtable, Diane believes her clients need financial advice in all areas of their lives. Her passion for her clients’ success has grown into a financial program that has helped thousands attain their goals, and led to her publishing “How Much is Enough? Balancing Today’s Needs with Tomorrow’s Retirement Goals”. It has become a Canadian bestseller helping thousands more achieve financial peace of mind.
Diane is in demand as an industry knowledge leader. She has given countless media interviews and has addressed audiences throughout the Americas as a keynote speaker. During those rare times when she isn’t at the office with clients, guiding her team, or sharing her knowledge, she loves an invigorating hike on a challenging trail.
Brandon joined the McCurdy team in 2012, and works closely with Diane on all aspects of client’s financial planning needs helping determine ‘How Much is Enough’ and mapping plans for clients to achieve their ‘Enough’ number, and have fun along the way.
Brandon is a Certified Financial Planner (CFP). Day in, day out he is driven to help clients achieve what is important and break down complex concepts into terms they can understand.
When Brandon isn’t at the office you’ll find him on the slopes of WhistlerBlackcomb, or in the summer trying to improve his Grouse Grind time.
After mastering various roles within Individual & Group Insurance, and Fund Administration teams for over 10 years at New York Life and Great West Life, Farideh brought her skills to McCurdy Financial in 2005.
As McCurdy Financial’s Insurance Specialist, she’s the primary service contact for all of our client’s insurance needs protecting their most important assets. She enjoys building relationships with our clients and going above and beyond for them.
Originally from Iran, Farideh moved to Vancouver in 1987 with her mother and brother. Outside the office you can find her hiking Quarry Rock in North Vancouver, and spending time with her family.
Roberta brings over 40 years of experience in the financial service industry and has been an integral part of McCurdy Financial since 1991.
Her personable approach and dedication to serving our clients has created many long term connections, and helps our clients feel at home while working with them on their portfolios. She is licensed and complemented her experience with the Elder Planning Counselor (EPC) designation.
Outside the office she loves to travel and has recently added even more countries to her bucket list.
Mary is McCurdy Financial Planning’s admin person extraordinaire and the friendly face that greets clients when they visit the office. She’s also the gentle voice who reminds you of your upcoming appointment with a personal phone call. Mary Joined McCurdy in 2002. She holds a BFA (Hon.) degree from the University of Manitoba, ran a successful business in partnership for 17 years, completed course studies for non-profit organizations at the University of Winnipeg, and the CSI Preparatory Course through the Canadian Securities Institute in Vancouver. Outside the office, Mary enjoys needlepoint, walking the urban and seaside pathways of Vancouver, and volunteers book-keeping services to the Kitsilano Showboat Society.